Form D · Insurance
PolicyWatch Insurance Agency, LLC
Round Rock, TX · CIK 0002018195
Offering snapshot reported Apr 3, 2024 · SEC filing
- Reported sold
- $17.9M Offering amount: $17.9M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 22, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 3, 2024 | Initial | $17,859,985 | No comparison | 1 | SEC filing |
| Apr 3, 2024 | Initial | $0 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-509534
Source: Form D, filed Apr 3, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Ke Ding | Director |
| Anthony Gruppo | Director |
| Shikha Khetrapal | Director, Executive |
| Alexander L. Panlilio | Director, Executive |
| Ingmar Rinck | Executive |
| Justin Wadsworth | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
108 East Main Street
Round Rock, TX, 78664
Round Rock, TX, 78664